+276.1%
FN vs SOXQ
+243.8%
+32.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.6% |
| 7D | +20.8% | +16.4% | +4.3% | +5.8% |
| 30D | -17.3% | -13.9% | -3.4% | -3.9% |
| 3M | -38.1% | -15.1% | -23.0% | -26.3% |
| 6M | -44.2% | -10.2% | -34.0% | -36.8% |
| YTD | -22.3% | +48.7% | -71.0% | -41.5% |
| 1Y | -20.9% | +48.9% | -69.9% | -40.1% |
| 3Y | +111.1% | +197.4% | -86.3% | +1.1% |
| 5Y | +191.8% | +188.2% | +3.7% | +35.3% |
| All | +276.1% | +243.8% | +32.2% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling